Take Control of Your Paperless Office, 4th Edition

Version 4.0.1, updated February 2, 2024

The paperless office doesn't have to be a myth! Turn paper into usable digital files, reducing clutter and increasing convenience. This book helps you assess your situation, develop a strategy, and learn clever techniques for keeping more paper at bay—with detailed discussion of the hardware, software, and processes needed to get the job done. Join Joe Kissell as he helps you clear the chaos of an office overflowing with paper. With Joe's guidance you can develop a personal clean-up strategy and choose your tools, including a scanner and the software you need to perform OCR (optical character recognition). You'll also learn about devices and services for storing your digitized documents and document management apps that help you categorize, locate, and view your digital document collections.

Once you have your gear in hand, Joe shows you how to convert your paper documents to digitized files and gives you ideas for how to organize your office workflow, explaining how to develop day-to-day techniques that reduce the amount of time you spend pressing buttons, launching software, and managing documents.

You’ll also master paper-reducing skills such as:

• Scanning or photographing documents you find while out and about—business cards, receipts, menus, flyers, and more—so you keep only digitized versions. Joe discusses a variety of mobile scanning options for iOS/iPadOS and Android.

• Creating a digitized image of your signature so you can sign and share documents digitally, rather than printing them for the sole purpose of signing them with a pen.

• Using paperless options for bills, invoices, bank statements, and the like.

• Cutting down on unwanted catalogs and junk mail.

• Switching to (mostly) paperless postal mail.

• Using your computer to send and receive faxes without a fax machine, fax modem, or separate phone line. (Amazingly, some people still need to do this even in the 21st century!)

The book contains answers to numerous questions, including:

• What is a searchable PDF, and why is it key to a paperless office?

• What differentiates document scanners from other types of scanners?

• What’s a book scanner?

• What if I need a mobile, portable scanner?

• What does TWAIN stand for, and should my scanner support it?

• Why do I need OCR software, and what features should I look for?

• How do I choose a good scanner and OCR software?

• How should I name and file my digitized documents?

• What are my options if I need to edit a scanned PDF?

• How can I automate my workflow for scanning documents?

• What paper documents should I keep in physical form?

• How do I use common tools to add a signature to a PDF? 

• How can I access my digital documents remotely?

• How should I back up my important digital documents?